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My approach is proactive and personalized to each client in advising them about their business matters and personal finances. All issues concerning quality of life and finances are linked together with careful consideration of each person’s unique goals and objectives. These ingredients are necessary to formalize a proper plan. Clients receive value-based services resulting in an improved quality of life while increasing their income.
Company ProfileServices Provided Industries Serviced Business Valuation Dentists & Doctors Estate Planning Homeowners Associations Financial Management Lawyers Financial Planning Manufacturers Management Advisory Real Estate Professional Memberships: NYSSCPA (New York State Society of CPA’s), Estate Planning Council of Westchester Professional
Education and Degrees: BBA (Cum Laude),
Pace University
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